NSE: TATACHEM · BSE: 500770 · ISIN INE092A01019
Tata Chemicals Limited stock analysis
Tata Chemicals Limited ranks #3749 in the TickerSutra evidence-ranked universe with a score of 38/100 and 95% data confidence. The latest captured fundamentals show ROCE of 3.4%, quarterly sales growth of 14.4% and quarterly profit growth of -106.8%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹12,622cr | ₹2,319cr | ₹1,405cr | 18.0% |
| 2023 | ₹16,789cr | ₹3,820cr | ₹2,434cr | 23.0% |
| 2024 | ₹15,421cr | ₹2,847cr | ₹435cr | 18.0% |
| 2025 | ₹14,887cr | ₹1,953cr | ₹387cr | 13.0% |
| 2026 | ₹14,584cr | ₹1,805cr | ₹-1,715cr | 12.0% |
| TTM | ₹15,120cr | ₹1,694cr | ₹-1,971cr | 11.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
The Exchange has sought clarification from Tata Chemicals Ltd on September 29, 2026, with reference to news appeared in https://www.moneycontrol.com/ dated September 29, 2026 quoting "Tata ....
RoutineNews VerificationNSE · 29 Sept 2026The Exchange has sought clarification from Tata Chemicals Limited with respect to recent news item captioned Tata Chemicals, TMPV shares fall up to 3% after Trusts' proposal dims Tata Sons' listing hopes.. The response from the Company is awaited.
RoutineClarification sought from Tata Chemicals LtdBSE · 29 Sept 2026The Exchange has sought clarification from Tata Chemicals Ltd on September 29, 2026, with reference to news appeared in https://www.moneycontrol.com/ dated September 29, 2026 quoting "Tata Chemicals, TMPV shares fall up to 3% after Trusts'' proposal dims Tata Sons'' listing hopes". The reply is awaited.
RoutineTata Chemicals Ltd - 500770 - Change In Statutory Auditor In Material Subsidiaries Of The Company In The UKBSE · 26 Sept 2026Change in Statutory Auditor in Material Subsidiaries of the Company in the UK
RoutineTrading WindowBSE · 21 Sept 2026Tata Chemicals Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
MANAGEMENT COMMENTARY
Signals from filed documents
So, first of all, what were the reasons for that? And number two, despite this volume decline, we've seen really sharp margin expansion. EBITDA margins are 28%, more than 10 percentage points higher quarter -on-quarter sequentially.
So, first of all, what were the reasons for that? And number two, despite this volume decline, we've seen really sharp margin expansion. EBITDA margins are 28%, more than 10 percentage points higher quarter -on-quarter sequentially.
In terms of Farm essential, Indian farm sector outlook remains moderately positive, supported by improved irrigation technology supplies. There is, of course, focus by the team on monsoon variability, potential El Niño conditions, and higher input costs, but we do remain positive in terms of the outcome during the year despite certain pressures coming on the overall system, especially driven by higher commodity price
Demand in LATAM has strengthened, especially supported by rising lithium carbonate production. Exports to Argentina and Chile have increased by 53% and 32% respectively, and Southeast Asian market mainly demand declined marginally; Tata Chemicals Limited July 27, 2026 Page 3 of 14 however, this is also a place where there is a maximum pricing pressure coming out of Chinese exports. In terms of Farm essential, Indian
It is not just Indian market or US market or Southeast Asian market. So, we will work actively with especially since there is manufacturing facilities in India, we will work with regulatory author ities in making sure that domestic industry is kept healthy as far as we are concerned. In terms of the pricing, as I mentioned, the big impact in pricing has been due to foreign exchange rate movement and broadly Indian ma
So, we will work actively with especially since there is manufacturing facilities in India, we will work with regulatory author ities in making sure that domestic industry is kept healthy as far as we are concerned. In terms of the pricing, as I mentioned, the big impact in pricing has been due to foreign exchange rate movement and broadly Indian market has seen about INR 2,000 price increase. Some contracts have got
EBITDA was impacted due to lower realization and higher fixed cost, which was mainly not with fixed costs were fixed in US dollar ; however, because of the exchange rate impact in rupee terms, they were higher. Demand remained stable, Tata Chemicals Limited July 27, 2026 Page 4 of 14 markets were well supplied, especially in most of the export market, especially in the Southeast Asian market. UK had higher revenue th
So, we'll let it play out, but certainly your Tata Chemicals Limited July 27, 2026 Page 9 of 14 point of view that while volumes may remain steady, there could be a marginal pressure driven mainly by the cost side. So, just to clarify, I mean what would a sustainable margin range be for the India business if it's possible to spell that out? And just the other one that I had was you made a comment about a reduction in
We have a salt and bicarb business. So when I look at your capex plan, it shows a skew towards your Living essential segment. Now going forward from a mid-to-long-term point of view also, once you're done with these capex, are you focusing more on the Living essentials trying to deploy more capital on that side and less capital on Industrial essentials or it's just like only for the next two to three years and then y
Before I begin, I just wanted to say that this quarter we made a significant accounting change which Nandu will explain at the end of my overall presentation in terms of the segment change to align that with the way we are running the business. Instead of two segments, which is basic chemistry and specialty products, we have now renamed them as Living, Industry, and Farm Essentials . The Farm Essential business is pa
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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